3rd Shift- Financial Services Project Manager

7 months ago

Toronto, Canada Toppan Merrill Full time

Job Description:
Toppan Merrill is excited to announce an opportunity on our 3rd shift Central Region based Financial Client Services team. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Every day, you'll have new and exciting opportunities to make life brighter for our clients - who are at the heart of everything we do.

About the Role:
A Financial Services Project Manager at Toppan Merrill is responsible for the overall management of client accounts focused on assisting clients with their SEC transactional and compliance regulatory filings

What You’ll Do:

- Trained to assist with the preparation of various client financial disclosure documents
- Coordinate with fellow project managers and internal teams to ensure client SEC (Security and Exchange Commission) filings are executed timely and accurately
- Develop and foster positive relationships with executive level clients by actively participating in client meetings and/or onboardings
- Ensure resolution to client inquires by acting as first point of contact, directing and/or escalating concerns to the appropriate internal teams
- Document all client activities on internal workflow tool to ensure proper detailed documentation for job tracking and billing

About You:

- Extraordinary customer service skills, demonstrated solid understanding of managing compliance and transactional projects and SEC form types and a strong technical aptitude
- Talented role model in the delivery of service, with demonstrated successes in high-caliber client facing environments
- Possess a keen awareness of deadlines and a willingness to work with team members or alone for optimal productivity
- An articulate, good listener and who can engage at up to the C Suite level within our client base
- Be inquisitive and able to identify client concerns and problem solve solutions when needed
- Possess technology savvy
- Have a natural curiosity for how things work and a desire to continuous learn and improve
- Willingness to be flexible and to work overtime hours as needed during the week and on weekends

Qualifications and Experience:

- Bachelor’s degree in business, finance or related field preferred and/or equivalent combination of education and experience
- 7+ years’ experience working in similar client service environment. Experience in financial services industry a plus.
- Knowledge of SEC form types, EDGAR, XBRL, iXBRL a plus

Why You Should Work Here:

- The ability to work in an environment that encourages creativity and fresh ideas
- The ability to be on the leading edge of SaaS driven technology solutions for capital markets and regulatory disclosure requirements
- The opportunity to join a well-established and growing company that has just completed its most successful year

About Us:

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